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Invesco Kbw High Dividend Yld Fincl Etf exchange traded fund shares owned by Waterloo Capital

Quarter-by-quarter ownership of Invesco Kbw High Dividend Yld Fincl Etf exchange traded fund (KBWD) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Invesco Kbw High Dividend Yld Fincl Etf exchange traded fund

Tip: Access up to 7 years of quarterly data

All positions including Invesco Kbw High Dividend Yld Fincl Etf exchange traded fund held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Kbw High Dividend Yld Fincl Etf exchange traded fund by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $543k 36k 15.04
2024-03-31 $1.0M 67k 15.49

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for Waterloo Capital

Top funds holding Invesco Kbw High Dividend Yld Fincl Etf exchange traded fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Gradient Investments
Mission Hills Financial Advisory
Wells Fargo & Company
AE Wealth Management
Pnc Financial Services
Cambridge Investment Research Advisors
U.S. Capital Wealth Advisors
Cullen Frost Bankers
Rsm Us Wealth Management
Harvest Investment Services
Commonwealth Equity Services
Equitable Holdings

View all funds holding Invesco Kbw High Dividend Yld Fincl Etf exchange traded fund